Member Info for Bazzaman

Don't know if you bought any but AGR is starting to move

This one is a slow burner but will definitely break 200 in the next few weeks IMO.

http://www.cambridge-news.co.uk/Peppa-Pig-Entertainment-s-star-line/story-25893974-detail/story.html

As a developer of urban regeneration projects around southern England, Inland is carving out an interesting niche in the rental property space which has stronger dynamics than the rest of the market.

New broker rating today with target price of 80p - that'll be nice

I'm in this for the long haul, their SP does not reflect the NAV of their land bank assets & patience will ultimately be rewarded. I have been adding to this stock through the 40-50p mark so am sitting on a healthy profit. Next results in February will exceed market expectations & should act as a bounce IMO.

Are very good, this should stop the decline in the SP until the next results on 5th March, 10% uplift today bodes well.

lower on no trading update suggests Xmas may have been disappointing. This time last year the interim results were already out.

This is such a frustrating share, manipulated by the MMs on Aim I suggest!

Next up, short and brief on a recent subject from the weekly column, that being COMMUNISIS the growing marketing and services provider. The company also announced an in-line statement where the board highlights a fifth consecutive year of sustained improvement. With £14.5m adjusted pre-tax profits already pencilled, in the shares up 1.5p to 57.5p trade on a PER of 10. However that falls to just 8 on estimates for full year 2015, so Communisis may be worth keeping an eye on.

Interactive TV gaming company NetPlay TV (NPT:AIM) is eyeing up acquisitions after its trading update on 13 January showed encouraging results despite the new point of consumption tax. N+1 Singer says it offers ‘exceptional value’ on a 2.2 times EBITDA multiple and a yield of 7.6%. (EP)

The online gaming operator’s biggest challenge is the new Point of Consumption Tax but a first half revenue increase of 19%, strong marketing drive and potential acquisition activity put it in good stead.

Risk tolerant investors could take advantage of this anomaly at 46.5p.

Small cap oiL and gas companies have suffered acutely from the oil price crash and Colombia-focused Global Energy Development (GED:AIM) is no different. Having nearly halved in value in the past 12 months its shares at 46.5p now trade at a substantial discount to net cash. Research house Equity Development estimates the company has $41 million in the bank or the equivalent of 68p a share. Although its exploration activities have been shelved in the wake of crude’s fall, this balance sheet strength means Global is well placed to hold onto its licences and ride out the current storm. Alternatively the small cap could use its relative wealth to acquire assets from struggling rivals or return cash directly to shareholders. The business received a significant injection from the $50 million sale of its producing assets in the Llanos basin, Colombia to Canadian peer Platino Energy (PZE:TSX-V). In hindsight the timing of the deal, which completed in December 2014, was fortuitous. When the terms were agreed in October 2014 the Brent crude oil price was upwards of $85 per barrel and it is now trading at around $50. Farm-out agreements to fund exploration work on its Bolivar and Bocachico properties have been terminated by mutual consent (8 Jan) in response to the current oil price so the immediate demands on this cash are limited.

STAR PICK Crossrider (CROS:AIM) 108.5p The company’s platforms help advertising networks, agencies and direct publishers to deliver relevant advertisements to consumers. On 18 December the company indicated it expects 2014 revenue and EBITDA (earnings before interest, tax, depreciation and amortisation) to be ahead of expectations and house broker Shore Capital had already forecast revenue growth of 300%. A further update on trading is expected imminently. For the next two years investment in organic expansion is likely to hold back earnings and free cash flow but from 2017 Shore expects the group to be sufficiently cash generative to pay a dividend. The £161 million cap raised £45.9 million at 103p alongside its flotation in September 2014 to aid diversification, add staff, boost research and development spend, and fund bolt-on acquisitions. The firm is backed by Israeli billionaire Teddy Sagi, founder of gambling tech business Playtech (PTEC), whose stock market ventures have enjoyed considerable success.

Property investor and developer Conygar could experience further yield compression on its portfolio and lower vacancies as the commercial market improves this year. A 10.8% discount to prospective net asset value looks attractive.

With a big rise in infrastructure spending expected in 2015, the UK’s largest independent aggregates business could be set for a bumper year with quality management, scope for consolidation and organic potential.

STAR PICK CityFibre (CFHL:AIM) 67p A genuinely unique play on UK fibre networks roll-out based on rapidly growing demand for superfast connectivity and bandwidth across the UK regions. With 100-plus UK cities identified thanks to the implied inward enterprise investment and job creation, small and medium-sized businesses are eager for high-quality connectivity to access next-generation digital services. CityFibre’s initial capex outlay is largely de-risked by anchor ICT integrator, internet service provider or local authority tenants, and it currently has projects running in Peterbrough, Coventry, Kirklees, Aberdeen and York. Proven expertise at the complex planning phase, CityFibre is concentrating on local authority and business use first, but has plans to open the networks to consumers down the line. Profits remain some way off and debt funding will power growth, but CityFibre promises to turn into high dividend-paying virtual equity bond over coming years. We suggest getting in early for the long-haul.

This one looks interesting

Good news on the horizon